Invite users

You can use the Invite operation to send out invitation to newly-created users to log in to Relativity and set their passwords. The mass operation is available from the mass operations bar. This feature is useful when you setting up a large number of reviewers in a new case.

Note: You can't use mass operations on Data Grid-enabled fields.

To send invitations to multiple users:

  1. Navigate to the Users tab.
  2. From the mass operations bar, choose whether to select Checked items or All items in the current returned set.
  3. Select Invite in the mass operations drop-down menu.
  4. The Invite Users dialog opens.

    If any of the users can't be invited, they are listed in the dialog. The reasons may include:

    • The user you are inviting doesn't have a valid login method. To correct this, assign the user a login method. For more information, see Managing user authentication methods
    • You don't have edit permissions to the user(s) that you are inviting. Make sure you have edit permissions to the users.
  1. Click Ok. The invitation emails are sent to the users.

Note: If the email can't be sent because your Relativity email setting are not configured properly, a warning is displayed. Make sure SMTP-related instance settings are configured properly. For more information, see Instance settings' descriptions.